+7.4%
HAL vs PBF
+351.3%
-343.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PBF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | -1.3% | +1.4% | -2.7% | -1.9% |
| 30D | +10.9% | +15.8% | -5.0% | +4.3% |
| 3M | -5.8% | +90.3% | -96.1% | -27.7% |
| 6M | +8.1% | +102.8% | -94.7% | -20.3% |
| YTD | +33.2% | +187.3% | -154.1% | -15.7% |
| 1Y | +74.2% | +161.8% | -87.7% | +12.0% |
| 3Y | -3.7% | +55.5% | -59.2% | -29.1% |
| 5Y | +111.9% | +801.9% | -690.0% | -26.0% |
| 10Y | +7.4% | +362.2% | -354.8% | -58.0% |
| All | +7.4% | +351.3% | -343.9% | -58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PBF.
Daily Out/Under-Performance
Portfolio return minus PBF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBF return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded PBF wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling